Automate Sign Collection

Sign Automation

How to

Overview

Signature Automation eliminates the manual process involved with sending files for digital signature. Writer has integrated with Zoho Sign and you can define a sign workflow right inside Writer. Once the workflow is set, the documents will be sent for signature to multiple signers automatically. It is not mandatory for the signers to have a Zoho Sign account. They will receive an email and they can click on the Start Signing button to sign the document via Zoho Sign.

Start new sign workflow

To set a new sign workflow, you need to have a document template ready for the recipients to sign. Also, decide the signers lists before you invite them.

You can start bulk inviting signers from Writer in a few simple steps.

Step 2: Add signers

Click Add Signer to add the required number of signers. You can add upto 10 signers.

Step 3: Insert signer fields

Writer lets you add the signature and the related sign fields including, initial, company, full name, email, sign date, job title, text field and checkbox. You can define the fields for each signers here.

Click the 'sign in the above order' checkbox, to set a sequential order for signing. When you enable this option, the next recipient will receive an email notification once the previous recipient has completed the signing process.

Enter a unique title to your email.

Enter email subject and message, if required.

Add additional attachments to your email.

Click Advanced Settings tab and do the following:

Set expiry and auto reminders to collect the sign.

Choose the actions to be performedafter signing: You can choose to add the signed documents to any folder inside Writer. Also, choose to email the signed documents to any email recipients.